Run Your Whole Operation. From One Login.

The operations platform for trade contractors and project teams. Sales, production, scheduling, inventory, communications, invoicing, and reports from one secure login. Built and run by senior engineers, so it ships, scales, and stays out of your way.

Sales·Production·Scheduling·Inventory·Invoicing·Reports

Built for teams from 2 trucks to 200 employees. Residential, commercial, service, and project work.

Today

Preview

Sales

Production

Invoicing

ActivityStatus

Estimate sentDone

Job scheduledQueued

Invoice paidCleared

Follow-up dueToday

EST

New Estimate Sent · Ready to Schedule

Connected

QuickBooksStripeDocuSignTwilio SMSBranded EmailAPI & Webhooks

How It Works

From First Lead to Final Invoice.

Six steps. One platform. Each handoff is a click, not a tab switch.

01 · Capture

Lead lands

Web form, phone, referral. One timeline.

CRM

02 · Quote

Estimate sent

Price book pulls cost, labor, and margin.

EST

03 · Sign

Customer accepts

Signed online. Deposit charged. Audit trail logged.

SIG

04 · Schedule

Crew dispatched

Drag, drop, and the field opens the run.

SCH

05 · Complete

Job closed

Photos, time, materials. Office knows the moment.

JOB

06 · Invoice

Paid & reported

Invoice sent, payment cleared, profit on the dashboard.

-42+

Tools replaced on day one

CRM · Estimate · Schedule · Invoice · Comms

-208s

Estimate to job, after acceptance

Signed online. Materials carried. Schedule populated.

0

Spreadsheets stitching it together

No copy-paste. No reconciliation. No drift.

Platform

Everything Your Operation Runs On

One secure system across the field and the office. Role based access, activity logging, and encrypted transport on every request.

Sales & Bidding
Estimate templates with materials, labor, and margin baked in. Online accept & signature in one click.
Production
Job jackets, daily reports, work orders, pullsheets, RFIs, submittals, permits, change orders.
Scheduling
Drag-drop calendar, crew dispatch, recurring service, multi-day phases. Field and office on the same page.
CRM & Follow-Up
Leads, customers, communication history, source attribution, territories, and follow-up reminders.
Email, SMS & E-Sign
Branded email, customer SMS via Twilio, online signature. Customers respond, you stay in one tool.
Inventory & Procurement
Multi-location inventory, purchase orders, vendors, move orders, and demand forecasting.
Invoicing & Books
Branded invoices, online card and ACH, deposits and progress billing, QuickBooks sync, AR aging.
Reports
Sales pipeline, job profitability, cash and aging. Sliced by crew, service, or territory.
Secure Access
Role based access, two factor, activity logging, IP visibility, and encrypted transport on every request.

The Before

Stop Stitching Tools Together.

Most teams we meet are running their operation across five tools that almost talk to each other. Workflow Prodigy is the one login that replaces the duct tape.

Today5 tools, 5 logins

  • CRMPipedrive or a spreadsheet
  • ESTWord doc + email + PDF
  • SCHWhiteboard + group text
  • INVQuickBooks, retyped
  • SMSPersonal phone numbers
  • RPTEnd-of-month spreadsheet

With Workflow Prodigy1 login

  • CRMLeads, customers, and timeline
  • ESTTemplated estimates with margin built in
  • SCHDrag-drop calendar the field actually uses
  • INVInvoiced, paid, synced to QuickBooks
  • SMSBranded SMS routed through one number
  • RPTLive profitability and aging

Our Standard

Every feature has to survive our own client work before it ships to yours.

In production daily

Same platform across the field, the office, and the customer. The same engineers on call.

Real integrations, not promises

QuickBooks, Stripe, DocuSign, and Twilio working in production today.

Same humans, day one to year five

One mailbox reaches the team. No agency handoffs. No support tier escalations.

About the Team

The Team Picks Up the Phone.

The same senior engineers that build Workflow Prodigy answer your support email and join your onboarding call. We use the platform every day to run our own work, so when something is off, we feel it before you do.

Ready When You Are

See It Run Your Real Operation.

Bring an estimate, a schedule, and an invoice from this week. We rebuild them in the platform on the call so you see exactly how it handles your numbers, your colors, and your team.